Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,949 | $48,078+134.9% | $78,676+43.6% | $62,881+79.6% |
| Participation rate | 65.6% | 65.2%+0.4pp | 73.6%-7.9pp | 69.3%-3.7pp |
| Annual return | 17.22% | 31.36%-14.1pp | 62.19%-45.0pp | 20.14%-2.9pp |
| Employer contribution / active EE | $1,732 | $2,015-14.0% | $2,850-39.2% | $2,281-24.1% |
| Participant deferral / active EE | $5,765 | $2,587+122.8% | $3,517+63.9% | $3,203+80.0% |
| Admin fee / account holder | $4,009 | $3,206+25.0% | $4,510-11.1% | $4,296-6.7% |